Pathstone Holdings, LLC

Position in WU — Western Union CO

CIK 2011612 ENGLEWOOD, NJ

Position in WU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,787,823

-$492,159 QoQ

Shares Held

362,055

-3.6% QoQ

Ownership

0.116%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#86

of 479 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $295,531,042 across 18 Credit Services names. WU ranks #9 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	295,647	$101,433,527
2	MA	Mastercard Inc	176,316	$90,555,896
3	AXP	American Express Co	112,055	$37,902,603
4	COF	Capital One Financial Corp	113,408	$22,751,911
5	UPST	Upstart Holdings, Inc.	335,278	$11,878,899
6	AFRM	Affirm Holdings, Inc.	139,474	$11,374,104
7	SYF	Synchrony Financial	45,958	$3,495,104
8	PYPL	PayPal Holdings, Inc.	78,225	$3,377,754

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,787,823	362,055	-3.6%	Shares	Sole	2026-08-13
2026-03-31	$3,279,982	375,714	+13.3%	Shares	Defined	2026-05-11
2025-12-31	$3,086,757	331,553	+6.0%	Shares	Sole	2026-02-13
2025-09-30	$2,498,863	312,749	+6.0%	Shares	Sole	2025-11-13
2025-06-30	$2,483,411	294,942	-8.1%	Shares	Sole	2025-08-12
2025-03-31	$3,395,353	320,922	+57.5%	Shares	Defined	2025-05-15
2024-12-31	$2,160,162	203,789	+25.5%	Shares	Sole	2025-02-14
2024-09-30	$1,937,467	162,403	+90.8%	Shares	Defined	2024-11-07
2024-06-30	$1,040,080	85,113	+7.7%	Shares	Defined	2024-08-14
2024-03-31	$1,104,741	79,023	+12.4%	Shares	Defined	2024-05-13
2023-12-31	$838,249	70,323	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.